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Pacific Capital Wealth Advisors’s Graco GGG Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio GGG Stock Details GGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-23
Closed -$2.15K – 602
2024
Q1 		$2.15K Buy
+23
New +$2.04K ﹤0.01% 429

Other funds holding GGG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Pacific Capital Wealth Advisors's GGG Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Graco (GGG) in Q2 2024, closing a stake of 23 shares — an estimated $2.15K sold.

Pacific Capital Wealth Advisors first reported a position in GGG in Q1 2024 and held it in 1 quarter. The position peaked at $2.15K in Q1 2024. 657 funds tracked by Wall St. Rank hold GGG as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Graco position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 23 Graco shares in Q2 2024, an estimated $2.15K.
  • Pacific Capital Wealth Advisors first reported a position in Graco in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Graco position peaked at $2.15K in Q1 2024.
  • 657 funds tracked by Wall St. Rank held Graco as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.